Export recovery slower than expected
Exports remain at 66% of FY22 peak; macroeconomic headwinds and geopolitical issues could delay recovery.
BAJAJAUTO / Q2-FY24 / risks
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Bajaj Auto · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
FAME subsidy reduction impact on EV adoption
Recent FAME reduction has slowed high-speed EV sales to ~65,000 units/month; further policy changes could dampen Chetak and e-auto growth.
Commodity cost uptick risk
Recent increase in steel and crude derivatives could pressure margins, though management expects flattish commodity costs in Q3.
Triumph order book conversion uncertainty
Management stopped monitoring order book; actual demand sustainability post-initial euphoria is unverified.